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ETF Holdings Breakdown of LPLA

Stock NameWISETCDJUPSIETFP
TickerLPLA(EUR) ETF Plus
CountryEurope
ISINJE00B2NFV134
LEI21380068Q1JSIAN4FO63

LPLA institutional holdings

The following institutional investment holdings of LPLA have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-18 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 129,369 0.1%USD 43,903,958 1.0%
2025-09-18 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 129,369 0.1%USD 43,903,958 1.0%
2025-09-18 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 129,369 0.1%USD 43,903,958 1.0%
2025-09-18 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 129,369 0.1%USD 43,903,958 1.0%
2025-09-18 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 10,774 0.3%USD 3,656,372 1.2%
2025-09-18 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 19,939USD 6,766,698 0.9%
2025-09-18 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 19,939USD 6,766,698 0.9%
2025-09-18 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 24,351 0.2%USD 8,263,999 1.2%
2025-09-18 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 24,351 0.2%USD 8,263,999 1.2%
2025-09-18 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 24,351 0.2%USD 8,263,999 1.2%
2025-09-18 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 8,296USD 2,815,414 0.9%
2025-09-18 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 2,826USD 959,060 0.9%
2025-09-18 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 2,826USD 959,060 0.9%
2025-09-18 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 10,975USD 3,724,586 0.9%
2025-09-18 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 5,768 -0.6%USD 1,957,486 0.3%
2025-09-18 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 5,768 -0.6%USD 1,957,486 0.3%
2025-09-18 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 5,727USD 1,650,452 1.6%
2025-09-18 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 6,033 0.4%USD 2,047,419 1.3%
2025-09-18 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 3,036USD 1,030,327 0.9%
2025-09-18 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 1,675USD 568,445 0.9%
2025-09-18 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 2,045USD 694,012 0.9%
2025-09-18 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 2,045USD 694,012 0.9%
2025-09-18 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 516USD 129,208 1.7%
2025-09-18 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 1,112USD 377,379 0.9%
2025-09-18 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 2,738USD 929,195 0.9%
2025-09-18 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 1,195USD 405,547 0.9%
Total =703,762 USD 238,496,685
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with LPLA

LPL Financial (NASDAQ:LPLA) Downgraded by Rothschild & Co Redburn to Neutral
Rothschild & Co Redburn cut shares of LPL Financial (NASDAQ:LPLA – Free Report) from a buy rating to a neutral rating in a research report sent to investors on Friday, MarketBeat.com reports. They currently have $390.00 price target on the financial services provider’s stock. LPLA has been the subject of a number of other research […] - 2025-09-22 02:52:49
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Recommendation of “Moderate Buy” by Brokerages
LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Free Report) has earned an average rating of “Moderate Buy” from the twelve brokerages that are covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, one has given a hold rating and ten have assigned a buy rating to the […] - 2025-08-29 02:44:52
LPL Financial (NASDAQ:LPLA) & Merriman (OTCMKTS:MERR) Critical Review
LPL Financial (NASDAQ:LPLA – Get Free Report) and Merriman (OTCMKTS:MERR – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability and valuation. Earnings & Valuation This table compares LPL Financial and […] - 2025-08-22 02:15:01
Citigroup Inc. Boosts Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Citigroup Inc. lifted its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 61.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,653 shares of the financial services provider’s stock after purchasing an additional 17,720 shares during the quarter. Citigroup […] - 2025-08-15 05:45:01
LPL Financial Holdings Inc. (NASDAQ:LPLA) Holdings Increased by Charles Schwab Investment Management Inc.
Charles Schwab Investment Management Inc. grew its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 5.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 354,001 shares of the financial services provider’s stock after buying an additional 18,252 shares […] - 2025-08-12 05:24:55
Keefe, Bruyette & Woods Boosts LPL Financial (NASDAQ:LPLA) Price Target to $435.00
LPL Financial (NASDAQ:LPLA – Get Free Report) had its target price raised by investment analysts at Keefe, Bruyette & Woods from $425.00 to $435.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective suggests a potential upside […] - 2025-08-06 02:43:06
Mackenzie Financial Corp Raises Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Mackenzie Financial Corp increased its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 21.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 4,433 shares of the financial services provider’s stock after purchasing an additional 794 shares during the period. Mackenzie Financial […] - 2025-08-05 05:22:57
LPL Financial (NASDAQ:LPLA) Stock Price Expected to Rise, Barclays Analyst Says
LPL Financial (NASDAQ:LPLA – Free Report) had its price target upped by Barclays from $460.00 to $463.00 in a research note published on Friday,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock. Other analysts have also recently issued reports about the stock. Citigroup cut shares of LPL Financial from a […] - 2025-08-04 05:04:46
LPL Financial Holdings Inc. (NASDAQ:LPLA) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Free Report) have received a consensus rating of “Moderate Buy” from the twelve analysts that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, one has issued a hold rating and ten have assigned a buy rating […] - 2025-08-04 04:19:02
Cwm LLC Acquires 902 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Cwm LLC grew its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 48.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,778 shares of the financial services provider’s stock after acquiring an additional 902 shares during the […] - 2025-07-22 08:07:05
Cerity Partners LLC Acquires 284 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Cerity Partners LLC raised its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 2.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,132 shares of the financial services provider’s stock after purchasing an additional 284 shares during […] - 2025-07-18 04:58:51
Allworth Financial LP Buys 67 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Allworth Financial LP raised its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 14.4% in the first quarter, Holdings Channel reports. The fund owned 531 shares of the financial services provider’s stock after acquiring an additional 67 shares during the period. Allworth Financial LP’s holdings in LPL Financial were worth […] - 2025-07-17 07:08:53
LPL Financial (NASDAQ:LPLA) Price Target Raised to $420.00
LPL Financial (NASDAQ:LPLA – Free Report) had its target price boosted by Wells Fargo & Company from $402.00 to $420.00 in a report issued on Friday,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock. Other research analysts also recently issued research reports about the stock. Redburn Atlantic upgraded shares of […] - 2025-07-14 03:40:47
LPL Financial (NASDAQ:LPLA) Stock Rating Lowered by TD Cowen
LPL Financial (NASDAQ:LPLA – Get Free Report) was downgraded by analysts at TD Cowen from a “strong-buy” rating to a “hold” rating in a report released on Wednesday, MarketBeat reports. They presently have a $403.00 target price on the financial services provider’s stock, down from their prior target price of $406.00. TD Cowen’s price objective […] - 2025-07-11 02:50:52
OneDigital Investment Advisors LLC Purchases 305 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
OneDigital Investment Advisors LLC raised its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 8.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,823 shares of the financial services provider’s stock after acquiring an additional 305 shares […] - 2025-07-08 05:49:02
LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Acquired by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC increased its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 7.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,331 shares of the financial services provider’s stock after purchasing an additional 88 shares during […] - 2025-07-03 04:58:52
Mirae Asset Global Investments Co. Ltd. Has $5.89 Million Position in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Mirae Asset Global Investments Co. Ltd. increased its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 112.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 17,473 shares of the financial services provider’s stock after buying an additional 9,240 shares during the period. […] - 2025-07-02 06:04:52
Robeco Institutional Asset Management B.V. Grows Position in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Robeco Institutional Asset Management B.V. boosted its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 5.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,326 shares of the financial services provider’s stock after purchasing an additional […] - 2025-07-02 05:12:57
Oppenheimer Asset Management Inc. Decreases Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Oppenheimer Asset Management Inc. reduced its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 22.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,927 shares of the financial services provider’s stock after selling 3,220 shares during the […] - 2025-06-26 05:20:55
5,082 Shares in LPL Financial Holdings Inc. (NASDAQ:LPLA) Acquired by Kentucky Retirement Systems
Kentucky Retirement Systems acquired a new position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,082 shares of the financial services provider’s stock, valued at approximately $1,663,000. Several […] - 2025-06-24 06:21:14
World Equity Group Inc. Decreases Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
World Equity Group Inc. lowered its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 51.8% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 829 shares of the financial services provider’s stock after selling 891 shares during the quarter. World Equity Group […] - 2025-06-23 05:35:01
Envestnet Portfolio Solutions Inc. Reduces Position in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Envestnet Portfolio Solutions Inc. decreased its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 30.4% in the first quarter, HoldingsChannel reports. The fund owned 8,215 shares of the financial services provider’s stock after selling 3,587 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in LPL Financial were worth $2,687,000 […] - 2025-06-23 04:58:59
2,926 Shares in LPL Financial Holdings Inc. (NASDAQ:LPLA) Acquired by Sowell Financial Services LLC
Sowell Financial Services LLC acquired a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 2,926 shares of the financial services provider’s stock, valued at approximately $957,000. Other institutional investors and hedge funds have also added to or reduced their stakes in […] - 2025-06-19 08:04:46
Fifth Third Bancorp Purchases 614 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Fifth Third Bancorp raised its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 1,395.5% during the first quarter, Holdings Channel reports. The fund owned 658 shares of the financial services provider’s stock after acquiring an additional 614 shares during the period. Fifth Third Bancorp’s holdings in LPL Financial were worth $215,000 as […] - 2025-06-19 05:36:50
1,210 Shares in LPL Financial Holdings Inc. (NASDAQ:LPLA) Bought by Brighton Jones LLC
Brighton Jones LLC bought a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,210 shares of the financial services provider’s stock, valued at approximately $396,000. Several other hedge funds have also recently bought […] - 2025-06-18 04:58:53
Park Avenue Securities LLC Purchases 292 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Park Avenue Securities LLC raised its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 7.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,141 shares of the financial services provider’s stock after purchasing an additional 292 […] - 2025-06-12 05:18:51
LPL Financial (NASDAQ:LPLA) Price Target Raised to $450.00 at Barclays
LPL Financial (NASDAQ:LPLA – Get Free Report) had its price target upped by Barclays from $400.00 to $450.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. Barclays‘s target price would suggest a potential upside of 18.66% from the stock’s previous close. LPLA […] - 2025-06-11 03:00:57
LPL Financial (NASDAQ:LPLA) Upgraded at Redburn Atlantic
LPL Financial (NASDAQ:LPLA – Get Free Report) was upgraded by stock analysts at Redburn Atlantic from a “neutral” rating to a “buy” rating in a research note issued to investors on Monday, MarketBeat Ratings reports. The brokerage currently has a $460.00 price target on the financial services provider’s stock, up from their previous price target […] - 2025-06-11 02:20:45
LPL Financial (NASDAQ:LPLA) Lowered to “Neutral” Rating by Citigroup
Citigroup downgraded shares of LPL Financial (NASDAQ:LPLA – Free Report) from a buy rating to a neutral rating in a research note released on Monday, Marketbeat reports. They currently have $400.00 price target on the financial services provider’s stock. Other equities research analysts also recently issued research reports about the company. Redburn Atlantic upgraded LPL […] - 2025-06-10 02:50:57
LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Bought by Merit Financial Group LLC
Merit Financial Group LLC raised its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 195.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,341 shares of the financial services provider’s stock after acquiring an additional 2,209 shares […] - 2025-06-08 06:24:52

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